After each Meeting Owen James publish 'The Findings', a document that encapsulates and shares the key issues and topics discussed on the day.
Each section below summarises the different roundtable sessions and covers an array of industry driven topics.
The Findings are listed in Event date order, but don't just look for an event you attended, explore the research facility that gives you access to topics addressed at all our other Meetings – past and present.
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Later life lending. How the wealth we hold in our property is becoming an ever more vital resource
Expert: Paula Hughes, Jayan Taank Facilitator: Tony Crane
06 October 2022A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - October 2022
distributionFinancial EducationInterestMortgagesPensionRetail Financial Services
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Onwards and upwards. Planning for a successful retirement in challenging times
Expert: David Lane, Partner, and Business Development Technical Director, LGT Wealth LLP. Facilitator: Roderic Rennison, Rennison Consulting Ltd www.rennisonconsulting.com
21 April 2022A Meeting of Minds Winning Advisers North - April 2022
CIPClient ExperienceCRPFCAFinancial AdvisoryInvestmentsPensionPension adviceRegulationRegulatorsRetirement
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Retirement drawdown. Delivering better client outcomes through technology
Expert: Paul Hogg, Senior Business Development Manager at EV. Facilitator: Joseph Marti, Associate Director, Alpha FMC
10 March 2022WealthTech Matters The Client - March 2022
AdviceClient ExperienceConsumerMindful ofPensionPension adviceTechnology
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Cost-efficient Goal-based Planning for all of your clients
This session looked at goal-based planning and how it can be delivered across the client spectrum in a cost-efficient manner, explored some of the challenges and allowed participants to share ideas around best practice.
24 September 2020WealthTech Matters - The Adviser
costDataMindful ofPension
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Open Banking and Open Finance
Open finance is expected to take the concept of interconnected systems and transparency initiated by open banking and expand its reach across the broader financial spectrum, including pensions and investments. Yet open banking’s take-up has failed to meet its hype, despite the obvious efficiencies. This session looked at the opportunities, barriers and possibilities for the wealth management and financial planning sectors and their clients.
24 September 2020WealthTech Matters - The Adviser
APIClient ExperienceInvestmentsMindful ofOpen BankingPension
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Unlocking the power of financial advice
Unlocking the power of financial advice
17 September 2020A Meeting of Minds - Advisory Distributors - 17 September 2020
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Business Purpose/Brand Authenticity
Business Purpose/Brand Authenticity: Why financial services need to demi
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
COVIDdiversityESGPensionPhilanthropyWealth Management and Private Banking
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M&A -The Outlook
MA - The Outlook. A consideration of the opportunities and activity during and following the pandemic
10 September 2020A Meeting of Minds - Wealth Management and Private Banking - 10 September 2020
costCOVIDPensionProfitabilityTechnologyWealth Management and Private Banking
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TALKING ABOUT CLIENT ENGAGEMENT… THINKING ABOUT YOUR FUTURE CLIENTS… NOW HERE IS A GOOD IDEA…
The way in which asset managers communicate with clients is evolving due to digitalisation, an increased demand for transparency, and ESG products.
05 March 2020A Meeting of Minds - Asset Management - 5 March 2020
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Can you safely provide financial services to your customers without the humans?
Many financial services products are sold online, and largely without human intervention...
A Meeting of Minds Bank and Brand Distribution of Retail Financial Services - 28 March 2019
HumanMortgagesPensionRetail Financial ServicesTechnologyVulnerable
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Faster, lower cost, just as accurate – how ETF's are set to transform wealth management
There has been tremendous growth in ETF products over the last 15 years. With the increasing complexity and range of ETFs there has been increased take-up by investors of all kinds.
A Meeting of Minds Asset Management - 19 September 2019
Asset ManagementETFETF'sETFsInvestmentsliquidityPensionretail
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GIVE ‘EM ENOUGH RISK… WHILE THE CLASH OFFERED US “GIVE ‘EM ENOUGH ROPE”, THIS SESSION WILL ASK WHETHER WE ARE OFFERING CLIENTS ENOUGH RISK
A Meeting of Minds Advisory Distributors - 28 November 2019
Financial AdvisoryPensionRetirement